+588.7%
VLO vs CAKE
+157.8%
+430.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.1% |
| 7D | +5.3% | -4.5% | +9.9% | +6.1% |
| 30D | +18.2% | -12.4% | +30.7% | +20.5% |
| 3M | +53.3% | +37.3% | +16.0% | +45.2% |
| 6M | +70.4% | +70.7% | -0.3% | +54.9% |
| YTD | +143.4% | +106.0% | +37.4% | +112.8% |
| 1Y | +153.0% | +79.7% | +73.3% | +126.3% |
| 3Y | +195.0% | +267.8% | -72.8% | +129.5% |
| All | +588.7% | +157.8% | +430.9% | +466.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling